Q1 2019 Holdings
Filed 2019-05-10 | 28 holdings | $304.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $121.9K | 428,339 | 40.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $57.0K | 937,754 | 18.7% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $33.3K | 644,338 | 10.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $23.5K | 124,115 | 7.7% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $15.9K | 205,471 | 5.2% |
| Indexiq ETF TR(MNA) | IQ MRGR ARB ETF | 45409B800 | $14.0K | 438,182 | 4.6% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $12.0K | 108,948 | 3.9% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $5.9K | 118,583 | 1.9% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $4.8K | 82,931 | 1.6% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $4.8K | 31,357 | 1.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.6K | 31,713 | 1.5% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $1.0K | 8,430 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $856 | 4,504 | 0.3% |
| Ishares TR(IYW) | U.S. TECH ETF | 464287721 | $637 | 3,341 | 0.2% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $616 | 3,919 | 0.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $594 | 9,220 | 0.2% |
| Exelon Corp(EXC) | COM | 30161N101 | $423 | 8,430 | 0.1% |
| First TR Nasdaq100 Tech Inde(QTEC) | SHS | 337345102 | $359 | 4,356 | 0.1% |
| Ishares TR(FLOT) | FLTG RATE NT ETF | 46429B655 | $309 | 6,076 | 0.1% |
| Hubbell Inc(HUBB) | COM | 443510607 | $299 | 2,532 | 0.1% |
| Indexiq ETF TR(QAI) | HEDGE MLTI ETF | 45409B107 | $280 | 9,303 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $267 | 8,527 | 0.1% |
| First Finl Bancorp OH(FFBC) | COM | 320209109 | $245 | 10,182 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $230 | 1,948 | 0.1% |
| Public SVC Enterprise GRP in(PEG) | COM | 744573106 | $230 | 3,871 | 0.1% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $203 | 4,373 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $200 | 170 | 0.1% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $108 | 18,979 | 0.0% |